See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,931 | $99,020-38.5% | $86,590-29.6% | $147,584-58.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.11% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $6,828 | $3,132+118.0% | $2,839+140.5% | $4,876+40.0% |
| Participant deferral / active EE | $5,898 | $3,972+48.5% | $3,609+63.4% | $5,439+8.4% |
| Admin fee / account holder | $1,015 | $5,710-82.2% | $4,906-79.3% | $10,885-90.7% |